+27.6%
SOLS vs CAPR
+31.1%
-3.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.9% | +1.2% | -2.7% |
| 7D | +0.3% | -10.6% | +10.9% | +0.4% |
| 30D | +0.9% | +111.2% | -110.3% | +0.2% |
| 3M | -20.7% | -67.2% | +46.6% | -20.4% |
| 6M | -17.7% | -75.1% | +57.5% | -17.3% |
| YTD | +27.1% | -71.2% | +98.4% | +27.7% |
| All | +27.6% | +31.1% | -3.5% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CAPR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling